{"id":42202,"date":"2020-03-31T00:00:00","date_gmt":"2020-03-31T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/sales-call-planning\/"},"modified":"2025-07-16T01:15:46","modified_gmt":"2025-07-16T08:15:46","slug":"sales-call-planning","status":"publish","type":"post","link":"\/us\/en\/blog\/sales-call-planning\/","title":{"rendered":"How to plan for a perfect sales call"},"content":{"rendered":"<p>Without sales call planning, your calls won\u2019t have much success. You need to know as much as possible about your potential client, and even then, you should expect to be surprised. At any point, a sales call can become twisty and difficult to navigate. With that in mind, research and flexibility should be the two pillars that any good sales call is based on.<\/p>\n<p>These days, some might ask why calling is important in sales. With the technology we have, some people might even question if it\u2019s still effective. The answer to that? An emphatic yes.<\/p>\n<p>In this article, we\u2019ll look at:<\/p>\n<ul class=\"table-of-content\">\n<li><a href=\"#What sales calls are\">What sales calls are, exactly<\/a><\/li>\n<li><a href=\"#How to pre-plan for a sales call\">How to pre-plan for a sales call<\/a><\/li>\n<li><a href=\"#How to structure a sales call\">How to structure a sales call<\/a><\/li>\n<li><a href=\"#3 types of sales calls\">3 types of sales calls<\/a><\/li>\n<li><a href=\"#Your secret weapon in sales call planning\">Your secret weapon in sales call planning<\/a><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">Up your prospecting game and close more deals with these free cold calling scripts. \u260e\ufe0f<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/ebook\/cold_calling_scripts_playbook.pdf\" data-id=\"69d115ae0e70c\" id=\"69d115ae0e70c\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d115ae0e70c.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\ude80 Get them now<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">Don't just touch base. Move your deals forward. Download this cold calling playbook. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div><input type=\"hidden\" name=\"Asset_ID__c\" value=\"ODAM-01477\" class=\"download-form-input\"><\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get them now\">Get them now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d115ae0e70c.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Happy calling!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<p><a name=\"What sales calls are\"><\/a><\/p>\n<h2>What are sales calls, exactly?<\/h2>\n<p>Sales calls are all about building up to a sale. This doesn\u2019t mean that you have to make your sale while you\u2019re on the call\u2014in fact, that\u2019s pretty rare. But a sales call is a great way to lay the foundations for future purchases.<\/p>\n<p>Whether you\u2019re having a first communication, calling with more details about your product, or closing a deal, you should always keep your objective firmly in mind.<\/p>\n<p>Here\u2019s a list of possible objectives you may have when calling:<\/p>\n<ul>\n<li>You want to create a good first impression.<\/li>\n<li>You want to build curiosity about your product or service.<\/li>\n<li>You want to upsell an existing client.<\/li>\n<li>You want the receiver to promote your product to their boss or colleagues.<\/li>\n<li>You want to renew a contract.<\/li>\n<\/ul>\n<p>If you\u2019re early on in the process, then it\u2019s entirely possible that the person you\u2019re talking to won\u2019t be the one deciding to make the purchase. But that\u2019s not a bad thing\u2014if you\u2019re talking to someone, you\u2019re already on the way.<br \/>\n<a name=\"How to pre-plan for a sales call\"><\/a><\/p>\n<h2>Sales call pre-planning<\/h2>\n<p>Before you make the call, do some research. Going into a sales call blind is a terrible idea: if your potential client realizes that you don\u2019t know basic facts about their business, they won\u2019t want to buy anything from you. It doesn\u2019t matter how great your product is\u2014without research, you might end up trying to sell Microsoft laptops to an Apple reseller, or something similarly absurd.<\/p>\n<p>What information do you already have on your client, whether it\u2019s about their company or existing interactions? If you\u2019re not already using <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/best-sales-apps\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales app<\/a> like a CRM to track sales interactions with clients, you\u2019re missing out. CRMs are a type of <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales software<\/a> that store client information as well as past interaction history, and are an essential tool in any sales rep\u2019s arsenal.<\/p>\n<p>And if you <a href=\"https:\/\/www.ringcentral.com\/apps\/?appCategory=CRM\" target=\"_blank\" rel=\"noopener noreferrer\">integrate your CRM with your calling tool<\/a> (for example, <a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce<\/a> or <a href=\"https:\/\/www.ringcentral.com\/apps\/call-with-ringcentral-for-hubspot\" target=\"_blank\" rel=\"noopener noreferrer\">HubSpot<\/a>), you can even make calls more quickly directly from your CRM\u2014just by clicking a phone number:<\/p>\n<figure id=\"attachment_5956\" aria-describedby=\"caption-attachment-5956\" style=\"width: 840px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.ringcentral.com\/apps\/agile-crm-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"wp-image-5956 size-large\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image2-149-1024x562.png\" alt=\"RingCentral &amp; Agile CRM Integration \" width=\"840\" height=\"461\" \/><\/a><figcaption id=\"caption-attachment-5956\" class=\"wp-caption-text\">Calling from your computer screen using <a href=\"https:\/\/www.ringcentral.com\/apps\/agile-crm-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral\u2019s integration with Agile CRM<\/a><\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p>Here are your three most important research subjects.<\/p>\n<h3>1. The company<\/h3>\n<p>This may seem obvious. But try to dig a little bit deeper when you\u2019re researching your potential client. Find out about their target audience, their USP, their company goals. How can what you\u2019re selling benefit them specifically? Even if your product has broad appeal, specific use cases can resonate with buyers.<\/p>\n<p>What information does your CRM contain about the company? Make sure you\u2019re not giving them the same sales pitch twice. If you or a colleague has already tried without success, then look at communication history and decide how to best alter your proposal.<\/p>\n<h3>2. The person you\u2019ll be talking to<\/h3>\n<p>If possible, also try to find out a little bit about whoever you\u2019ll be directly speaking with. Any information, whether it\u2019s their previous work experience, their past roles at the company, or even outside interests, could help you forge a connection. Knowledge is power, and on a sales call, any insight into the receiver will support your objectives.<\/p>\n<h3>3. The company\u2019s main competitors<\/h3>\n<p>This last point is important. If a client isn\u2019t leading the market, finding out what their competitors are doing better could help you offer a way to catch up. If your potential client IS in the lead, that lead may be precarious, and you might have just what they need to stay ahead.<\/p>\n<p>Look at their competitor\u2019s USPs for any way that your product could overcome those advantages, and communicate it while on the call.<\/p>\n<p>One more thing to keep in mind: know your own product\u2019s weaknesses, so that if any potential concerns come up, you can do your best to remedy them.<br \/>\n<a name=\"How to structure a sales call\"><\/a><\/p>\n<h2><b>How do you structure a sales call?<\/b><\/h2>\n<p>For all the reasons mentioned above, sales calls can be difficult to structure, mostly due to their inherent unpredictability. But don\u2019t let that stop you from making a sales call checklist! A basic framework will help your call to be more effective.<\/p>\n<p>Most people working at busy companies won\u2019t want to spend time chatting on the phone, so you need to hook your prospect from the start. You could do this by mentioning a mutual acquaintance, reminding them of where you\u2019ve met (if you\u2019ve met), or by getting straight to the reason for the call.<\/p>\n<p>Read the mood. If the person you\u2019re talking to seems relaxed, then it\u2019s okay to take it a little slower and throw in some humor. However, if they sound busy or stressed, then efficiency should be your approach. Tell them you have something that can help them\u2014a solution to a problem they\u2019re facing, the solution being your product.<\/p>\n<p>Here\u2019s an easy-to-use checklist that you can have ready for every sales call:<\/p>\n<h3>1.\u00a0 \u00a0 \u00a0 Give your prospect the hook<\/h3>\n<p>The hook will be unique to every call, and dependent on the planning and research you\u2019ve put into this call. If you were in the client\u2019s position receiving this call, what would you want to hear that would make you stay on the line?<\/p>\n<h3>2.\u00a0 \u00a0 \u00a0 Explain how your product can help<\/h3>\n<p>You know what the client needs, and you know that your product is a solution. Explain it clearly, but don\u2019t go into too much detail at this point. You don\u2019t know their specific use case and needs just yet.<\/p>\n<h3>3.\u00a0 \u00a0 \u00a0 Take time to listen<\/h3>\n<p>This is why you don\u2019t want to over-explain: on any call, you also have to take time to listen to the client\u2019s needs. Even with thorough research, you could learn new information that will influence your strategy or your objective.<\/p>\n<p>After you\u2019ve explained a little bit, let the client talk and ask questions, and think about how to reply. If your prospect senses that you\u2019re just reading questions off a list, it could be off-putting.<\/p>\n<h3>4.\u00a0 \u00a0 \u00a0 Leave a positive impression<\/h3>\n<p>No matter the result of the call, always end it on a good note. Even if the receiver is abrupt and clearly doesn\u2019t want to talk to you, a good impression might linger in their mind, and could leave the door open for future calls or opportunities.<br \/>\n<a name=\"3 types of sales calls\"><\/a><\/p>\n<h2><b>3 types of sales calls<\/b><\/h2>\n<p>Here are the three basic types of calls that you\u2019ll encounter in sales.<\/p>\n<h3><span style=\"text-decoration: underline;\">Cold calls<\/span><\/h3>\n<p><b>What it is<\/b>: A cold call is an unsolicited call to a prospect. This is usually an introduction and the first step in the process.<\/p>\n<p><b>How to plan for it<\/b>: Research, research, research! What about this person or company makes them a good fit for your product? Build a good hook and give it to them. Then, depending on their level of interest, find out more and do your best to secure a follow-up call.<\/p>\n<h3><span style=\"text-decoration: underline;\">Warm calls<\/span><\/h3>\n<p><b>What it is<\/b>: A warm call is a call made when the prospect has already shown interest. The prior introduction could have happened many ways: in person at a conference, through online messages, or through a referral, for example.<\/p>\n<p><b>How to plan for it<\/b>: Since the interest is already there, the hook has already taken place. Use warm calls as opportunities to continue building a relationship with the potential client, and to learn more about their needs. This gives you the perfect opportunity to describe how your product suits those needs.<\/p>\n<p>Warm calls often double as follow-up calls. Don\u2019t be afraid to call prospects again, especially if they\u2019ve shown interest! People are busy, and sometimes, without a follow-up, your product might slip their mind. Sales are often lost due to a lack of following up.<\/p>\n<h3><span style=\"text-decoration: underline;\">Sales appointment calls<\/span><\/h3>\n<p><b>What it is<\/b>: This is the deal-clincher type of call. In this call, the decision-maker will most likely be present, so this is your chance to close the deal.<\/p>\n<p><b>How to plan for it<\/b>: Get all the details right! If you\u2019ve made it this far, it\u2019s usually safe to assume that you know a fair bit about each other already. So have all your information ready, and give your prospect whatever supporting data they need to close the sale.<br \/>\n<a name=\"Your secret weapon in sales call planning\"><\/a><\/p>\n<h2><b>Your secret weapon in sales call planning: CRM integrations<\/b><\/h2>\n<p>CRM tools are important parts of the sales process. Here\u2019s an example of how integrating CRMs with your communications can boost your sales impact.<\/p>\n<p>Porch, a home improvement and maintenance company based in Seattle, Washington, uses <a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce<\/a> as their CRM tool. Knowing this, Porch wanted a communications platform that integrated with Salesforce.<\/p>\n<p>So, they chose <a href=\"https:\/\/www.ringcentral.com\/contact-center\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral Contact Center\u2122<\/a>. Because it\u2019s an omnichannel contact center, Porch\u2019s sales reps can see and access all client and prospect information through the Salesforce integration and use this information to plan for sales calls\u2014and then call directly from RingCentral\u2019s platform:<\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-5957 size-full\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image1-173.png\" alt=\"RingCentral for Salesforce\" width=\"780\" height=\"470\" \/><\/a><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><strong>Pro-tip:<\/strong><\/div>\n<p>Salesforce is just one possibility. RingCentral integrates with more than <a href=\"https:\/\/www.ringcentral.com\/apps\/?appCategory=CRM\" target=\"_blank\" rel=\"noopener noreferrer\"><i>70<\/i> different CRM tools<\/a>, and that number is growing all the time. Having the right information on hand can make all the difference!<\/p>\n<p>Here&#8217;s a quick look at how RingCentral helps sales teams close more deals:<\/p>\n<p><iframe sandbox=\"allow-scripts allow-same-origin allow-presentation\" title=\"Blended Outbound Cloud Contact Center | RingCentral Engage Voice\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/bAaEj0aBBPA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen sandbox=\"allow-same-origin allow-scripts allow-presentation\"><\/iframe><\/p>\n<\/div>\n<h2>Ready to plan the perfect sales call?<\/h2>\n<p>Sales calls don\u2019t always go according to plan. (Actually, most of the time, they probably don\u2019t.) That\u2019s exactly why it\u2019s important to always have a plan.<\/p>\n<p>With a little prep work and planning, you can make sales calls more efficiently\u2014and effectively.<\/p>\n<p>Ultimately, you\u2019ll be rewarded with more follow-ups and more closed deals. Who doesn\u2019t like that?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Without sales call planning, your calls won\u2019t have much success. You need to know as much as possible about your potential client, and even then, you should expect to be surprised. At any point, a sales call can become twisty and difficult to navigate. With that in mind, research and flexibility should be the two &#8230;<\/p>\n","protected":false},"author":29,"featured_media":46284,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[380],"class_list":["post-42202","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-sales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to plan for a perfect sales call | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Learn how to do sales call planning right, from the steps you should take before the call, to during the call, to\u2014yes\u2014after the call too.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-call-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to plan for a perfect sales call\" \/>\n<meta property=\"og:description\" content=\"Learn how to do sales call planning right, from the steps you should take before the call, to during the call, to\u2014yes\u2014after the call too.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-call-planning\/\" \/>\n<meta property=\"og:site_name\" content=\"RingCentral Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ringcentral\" \/>\n<meta property=\"article:published_time\" content=\"2020-03-31T00:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-16T08:15:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"930\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"RingCentral Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:site\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"RingCentral Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#article\",\"isPartOf\":{\"@id\":\"\/us\/en\/blog\/sales-call-planning\/\"},\"author\":{\"name\":\"RingCentral Team\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358\"},\"headline\":\"How to plan for a perfect sales call\",\"datePublished\":\"2020-03-31T00:00:00+00:00\",\"dateModified\":\"2025-07-16T08:15:46+00:00\",\"mainEntityOfPage\":{\"@id\":\"\/us\/en\/blog\/sales-call-planning\/\"},\"wordCount\":1827,\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg\",\"keywords\":[\"sales\"],\"articleSection\":[\"Business &amp; leadership\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"\/us\/en\/blog\/sales-call-planning\/\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/\",\"name\":\"How to plan for a perfect sales call | RingCentral Blog\",\"isPartOf\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg\",\"datePublished\":\"2020-03-31T00:00:00+00:00\",\"dateModified\":\"2025-07-16T08:15:46+00:00\",\"description\":\"Learn how to do sales call planning right, from the steps you should take before the call, to during the call, to\u2014yes\u2014after the call too.\",\"breadcrumb\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage\",\"url\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg\",\"contentUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg\",\"width\":930,\"height\":700,\"caption\":\"tips for increasing sales on ecommerce site\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"\/us\/en\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to plan for a perfect sales call\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/\",\"name\":\"RingCentral Blog\",\"description\":\"Intelligent Communications\",\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\",\"name\":\"RingCentral\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/\",\"url\":\"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png\",\"contentUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png\",\"width\":2048,\"height\":309,\"caption\":\"RingCentral\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/ringcentral\",\"https:\/\/x.com\/ringcentral\",\"https:\/\/www.linkedin.com\/company\/ringcentral\/\",\"https:\/\/www.instagram.com\/ringcentral\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358\",\"name\":\"RingCentral Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"caption\":\"RingCentral Team\"},\"sameAs\":[\"https:\/\/www.ringcentral.com\"],\"url\":\"\/us\/en\/blog\/author\/ringcentral-team\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to plan for a perfect sales call | RingCentral Blog","description":"Learn how to do sales call planning right, from the steps you should take before the call, to during the call, to\u2014yes\u2014after the call too.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-call-planning\/","og_locale":"en_US","og_type":"article","og_title":"How to plan for a perfect sales call","og_description":"Learn how to do sales call planning right, from the steps you should take before the call, to during the call, to\u2014yes\u2014after the call too.","og_url":"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-call-planning\/","og_site_name":"RingCentral Blog","article_publisher":"https:\/\/www.facebook.com\/ringcentral","article_published_time":"2020-03-31T00:00:00+00:00","article_modified_time":"2025-07-16T08:15:46+00:00","og_image":[{"width":930,"height":700,"url":"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg","type":"image\/jpeg"}],"author":"RingCentral Team","twitter_card":"summary_large_image","twitter_creator":"@ringcentral","twitter_site":"@ringcentral","twitter_misc":{"Written by":"RingCentral Team","Est. reading time":"9 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#article","isPartOf":{"@id":"\/us\/en\/blog\/sales-call-planning\/"},"author":{"name":"RingCentral Team","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358"},"headline":"How to plan for a perfect sales call","datePublished":"2020-03-31T00:00:00+00:00","dateModified":"2025-07-16T08:15:46+00:00","mainEntityOfPage":{"@id":"\/us\/en\/blog\/sales-call-planning\/"},"wordCount":1827,"publisher":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage"},"thumbnailUrl":"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg","keywords":["sales"],"articleSection":["Business &amp; leadership"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"\/us\/en\/blog\/sales-call-planning\/","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/","name":"How to plan for a perfect sales call | RingCentral Blog","isPartOf":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage"},"thumbnailUrl":"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg","datePublished":"2020-03-31T00:00:00+00:00","dateModified":"2025-07-16T08:15:46+00:00","description":"Learn how to do sales call planning right, from the steps you should take before the call, to during the call, to\u2014yes\u2014after the call too.","breadcrumb":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#primaryimage","url":"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg","contentUrl":"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg","width":930,"height":700,"caption":"tips for increasing sales on ecommerce site"},{"@type":"BreadcrumbList","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/sales-call-planning\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"\/us\/en\/blog\/"},{"@type":"ListItem","position":2,"name":"How to plan for a perfect sales call"}]},{"@type":"WebSite","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/","name":"RingCentral Blog","description":"Intelligent Communications","publisher":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization","name":"RingCentral","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/","url":"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png","contentUrl":"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png","width":2048,"height":309,"caption":"RingCentral"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/ringcentral","https:\/\/x.com\/ringcentral","https:\/\/www.linkedin.com\/company\/ringcentral\/","https:\/\/www.instagram.com\/ringcentral"]},{"@type":"Person","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358","name":"RingCentral Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","caption":"RingCentral Team"},"sameAs":["https:\/\/www.ringcentral.com"],"url":"\/us\/en\/blog\/author\/ringcentral-team\/"}]}},"rc_img_url":"\/us\/en\/blog\/wp-content\/uploads\/2021\/01\/tips-for-increasing-sales-on-ecommerce-site.jpg","rcblog_by_author":"<a href=\"\/us\/en\/blog\/author\/ringcentral-team\/amp\" data-dl-events-click=\"true\" data-dl-element=\"link\"><span class=\"image\"><img src=\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\" alt=\"\" width=\"30\" height=\"30\" layout=\"fixed\"><\/img><\/span><span class=\"by-author-name\">RingCentral Team<\/span><\/a>","rc_author_full_name":"RingCentral Team","rc_author_avatar":"\/us\/en\/blog\/wp-content\/uploads\/2022\/02\/ringcentral-logo-new.png","rc_author_link":"\/us\/en\/blog\/author\/ringcentral-team\/amp","rc_post_categories":"<a href=\"\/us\/en\/blog\/category\/trending\/business-leadership\/amp\">Business &amp; leadership<\/a>","amp_link":"\/us\/en\/blog\/sales-call-planning\/amp","excerpt_title":"How to plan for a perfect sales call","_links":{"self":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts\/42202","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/comments?post=42202"}],"version-history":[{"count":0,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts\/42202\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/media\/46284"}],"wp:attachment":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/media?parent=42202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/categories?post=42202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/tags?post=42202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}